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Linda Joyce Jordan

March Capital Corp.

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About Linda Joyce Jordan

Linda Jordan is a financial advisor with over 20 years of experience in the financial industry. Linda is currently a Registered Representative with March Capital Corp. in Chicago. Linda has been with March Capital Corp. for over a year. Prior to joining March Capital Corp., Linda was a Registered Representative with TOP CAPITAL ADVISORS, INC., MESIROW FINANCIAL, INC., EQUITY SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Linda is a Series 7, Series 63, and Series 65 licensed representative. Linda holds a SIE certification and is licensed to practice in Georgia and Texas.

Firm Information

Linda Jordan is currently registered with March Capital Corp.. March Capital Corp. is a corporation registered with the SEC and in 25 states. It was formed on September 5, 1990, and provides portfolio management for individuals. The firm has 4 investment adviser representatives and manages approximately $83,479,520 in regulatory assets under management. The firm's primary client base consists of high-net-worth individuals and individuals other than high-net-worth, with assets under management of $79,593,503 and $3,886,017 respectively.

$83.48M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Jordan’s Registration & Firm History

IL

10/18/2019 - Present

March Capital Corp. (CHICAGO IL)

CA

01/13/2017 - 01/26/2019

TOP CAPITAL ADVISORS, INC. (INGLEWOOD CA)

GA

11/08/2006 - 05/04/2016

MESIROW FINANCIAL, INC. (ATLANTA GA)

VT

01/03/2002 - 08/26/2002

EQUITY SERVICES, INC. (MONTPELIER VT)

MN

01/31/1997 - 01/10/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/31/1997 - 01/10/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

IL

08/16/1990 - 04/16/1991

FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 12/29/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/08/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Joyce Jordan.
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